Smart machine OLED buy gas miserable, Samsung A5 plant will be changed to TV OLED production line?

In order to welcome Apple's big order, Samsung set up the A5 factory last year, specializing in the production of smart machine OLED panels. Unexpectedly, iPhone X buying defies expectations, Apple's smart machine OLED orders cut in half, A5 plant question mark. The rumored Samsung A5 plant may change OLED TV panel production line.

Korean media Investor reported on the 22nd, HI Investment & Securities analyst Jeong Seok-won speculated that the A5 plant will not produce the flexible OLED panel of the iPhone X, may be changed to OLED TV panel production line. Samsung has no other venue, A5 factory Is the only place suitable for producing OLED TV panels.

Samsung had produced OLED TVs in 2012, but withdrew from the market soon. Samsung executives have repeatedly denied that they intend to restart the OLED TV production line. Samsung’s affirmation, the actual actions revealed different messages. It’s understood Samsung’s panel maker Samsung Display this month. Established a 300-person OLED TV group, responsible for R&D issues, showing that the company is considering returning to the OLED TV market.

Alex Kang, principal analyst of IHS Markit, revealed on the 21st that after Samsung Display released the QLED TV panel with a glass light guide plate later this year, the next step would be to add quantum dot color filters to the OLED TV panel ( Color filter). The glass light guide plate is an important part of the backlight module. It is superior to the plastic light guide plate and can make the TV lighter and lighter. Kang predicts that the Samsung Display can quickly transfer from the LCD panel to the OLED. The rival LG Display (LGD) is shorter.

Last month, Samsung denied that it was prepared to step into the OLED TV panel. At that time, Korean media had doubts about this remark.

Yonhap News Agency, Investor, etnews reported at the end of February that Han Jong-hee, president of Samsung Electronics's visual display business, said that Samsung’s involvement in OLED TVs is not a fact. The company will continue to promote the dual-track strategy while developing Quantum Dot TV (QLED) and micro LED TVs. .

The QLEDs currently being promoted by Samsung are high-order liquid crystal (LCD) panels manufactured using quantum dot technology, unlike OLEDs.

Samsung's high-level words made it clear that the media did not buy it, pointing out that Chinese rivals' products are cheap and affordable. Samsung LCD TVs are facing a severe test and will quietly re-develop OLED TVs.